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Universal Wealth Management

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United States

Founded in

2007 (18 Years)

Founded

Last online: No recent activity


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1.67

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Security Information

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    What are the differences in regulations for each

    License

    A Grade License

    Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

    B Grade License

    Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

    C Grade License

    Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

    D Grade License

    From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

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    Company Information

    Get to know Universal Wealth Management

    Universal Wealth Management offers services to financial and investment advice without the corporate pressure to sell one or more proprietary products. They offer an extensive range of products and services, as well as life, disability, or long-term care insurance. They offer complete retirement planning including social security enrollment, understanding all areas of medicare, and helping clients identify and enroll in the best medicare plan to fit their health care needs.

    Industry

    • Financial InsurancePRIMARY
    • Financial Other Service
    • Financial Wealth Management

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